Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$195K in admin expenses, $72 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
31 funds of $250K or more, counting each target-date vintage; shown as 22 lines, holding $217M of the plan's $266M. Recordkeeper: T. Rowe Price.
Target-date series: T. Rowe Price Retirement, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $164M | 75.7% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $12.5M | 5.8% |
| Fidelity Advisor Technology Fund Class Z Fidelity (FMR) · Mutual fund | $10.9M | 5.0% |
| Putnam Stable Value 15 Franklin Templeton · Stable value Stable value | $8.9M | 4.1% |
| T. Rowe Price All-Cap Opportunities Fund T. Rowe Price · Mutual fund Recordkeeper's own fund | $2.9M | 1.3% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $2.5M | 1.1% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $2.2M | 1.0% |
| JPMorgan U.S. Research Enhanced Equity Fund Class R6 JPMorgan · Mutual fund | $1.8M | 0.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund | $1.7M | 0.8% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.7M | 0.8% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Intermediate-Term Bond Index Fund Institutional Shares | $1.1M |
| DroppedVirtus KAR Small-Cap Growth Fund Class R6 | $501K |
| AddedInvesco Discovery Fund Class R6 | $415K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
12 more lines and 1 more change in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
T ROWE PRICE RPS INC3 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 Recordkeeping | $107,272 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 27 5454 WEST 110TH STREET · OVERLAND PARK, KS 66211 Advisory (Plan) | $58,000 |
LARSON GROSS PLLC3 years Filed as: LARSON GROSS Service code 10 2211 RIMLAND DRIVE · BELLINGHAM, WA 98226 Accounting | $28,500 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025